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Tableau: Mastering Calculations

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Tableau is a powerful tool for visual data analytics. While its intuitive drag-and-drop interface enables you to easily analyze data, unlocking its full capabilities requires you to take a deeper dive into its calculation functions. This course guides you through the different types of calculations, explains many different functions, and demonstrates how to use them via a host of everyday business examples. Instructor Heidi Kalbe covers a broad range of calculation foundations, describing the different kinds of calculations as well as the differences in data types, and explains several functions per calculation type through simple business example use cases.


01 - Introduction
  • 01 - Calculating in Tableau
  • 02 - Exercise file demonstration

  • 02 - 1. Foundations of Tableau Calculations
  • 01 - Preparing your work in Tableau
  • 02 - Data types in Tableau
  • 03 - Creating calculations
  • 04 - Syntax foundations and the Calculation Editor
  • 05 - Overview of calculation types
  • 06 - Documenting calculations

  • 03 - 2. Row-Level Calculations
  • 01 - What does row-level mean
  • 02 - Cropping and searching strings
  • 03 - Splitting and replacing strings
  • 04 - Concatenating strings
  • 05 - Truncating date fields
  • 06 - Calculating simple intervals between two points in time
  • 07 - Calculating complex intervals between two points in time
  • 08 - Challenge Combine fields
  • 09 - Solution Combine fields

  • 04 - 3. Aggregated Calculations
  • 01 - Why aggregate
  • 02 - Sum and average
  • 03 - Minimum and maximum
  • 04 - Median and attribute
  • 05 - Counting elements
  • 06 - Filtering aggregates correctly
  • 07 - Challenge Products per target consumer
  • 08 - Solution Products per target consumer

  • 05 - 4. Numerical Calculations
  • 01 - Arithmetic operators
  • 02 - Pitfall Calculating weighted ratios
  • 03 - Calculating absolute values and signs
  • 04 - Float to integer Rounding and truncating
  • 05 - Calculating powers
  • 06 - Comparing numbers
  • 07 - Challenge Weighted discount
  • 08 - Solution Weighted discount

  • 06 - 5. Logical Calculations
  • 01 - Logical operators
  • 02 - Logical calculations To aggregate or not to aggregate
  • 03 - If-Then-Else logic
  • 04 - CASE logic
  • 05 - Treating null values
  • 06 - Challenge Compare yearly sales
  • 07 - Solution Compare yearly sales

  • 07 - 6. Table Calculations
  • 01 - What are table calculations
  • 02 - Running total
  • 03 - Absolute and relative differences
  • 04 - Direction in table calculations
  • 05 - Percent of total
  • 06 - Rank and types of rank
  • 07 - Filtering table calculations correctly
  • 08 - Combining table calculations and aggregated calculations
  • 09 - Nesting table calculations
  • 10 - Challenge Table calculations
  • 11 - Solution Table calculations

  • 08 - 7. Level of Detail Calculations
  • 01 - When do I need LOD calculations
  • 02 - Syntax of LOD calculations
  • 03 - EXCLUDE LOD calculations
  • 04 - INCLUDE LOD calculations
  • 05 - FIXED LOD calculations
  • 06 - LOD calculations in the Tableau Order of Operations
  • 07 - Challenge LOD
  • 08 - Solution LOD

  • 09 - Conclusion
  • 01 - Continuing on with Tableau
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